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iShares 1-5 Year Investment Grade Corporate Bond ETF

589 hedge funds and large institutions have $7.86B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 232 increasing their positions, 187 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 39

24% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 187

14% more capital invested

Capital invested by funds: $6.92B → $7.86B (+$942M)

11% more funds holding in top 10

Funds holding in top 10: 5662 (+6)

2% more funds holding

Funds holding: 579589 (+10)

2.71% less ownership

Funds ownership: 69.33%66.62% (-2.7%)

Holders
589
Holders Change
+10
Holders Change %
+1.73%
% of All Funds
12.79%
Holding in Top 10
62
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.71%
% of All Funds
1.35%
New
61
Increased
232
Reduced
187
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
501
Summit Financial Group
West Virginia
$209K +$206K +3,900 New
SF
502
Synovus Financial
Georgia
$208K -$3.7K -70 -2%
EAMA
503
EFG Asset Management (Americas)
Florida
$206K
V
504
Veritable
Delaware
$204K
JF
505
JSF Financial
California
$203K +$201K +3,800 New
LWAC
506
Laurel Wealth Advisors (California)
California
$202K +$200K +3,789 New
APCM
507
Alaska Permanent Capital Management
Alaska
$200K +$198K +3,750 New
WA
508
WealthTrust Axiom
Pennsylvania
$200K +$199K +3,758 New
FHA
509
Flagship Harbor Advisors
Massachusetts
$197K -$46.6K -882 -19%
TFGT
510
TS Financial Group (TSFG)
Illinois
$193K +$53 +1 +0%
FCA
511
FinTrust Capital Advisors
South Carolina
$185K
GRP
512
Global Retirement Partners
California
$174K +$3.7K +70 +2%
CAL
513
Capital Analysts LLC
Pennsylvania
$167K +$29K +549 +21%
MWM
514
Mascoma Wealth Management
New Hampshire
$162K +$4.86K +92 +3%
AIP
515
Ameritas Investment Partners
Nebraska
$149K
NSB
516
Norway Savings Bank
Maine
$143K
OC
517
Oakworth Capital
Alabama
$143K
FCT
518
Family Capital Trust
Massachusetts
$138K -$2.22K -42 -2%
SFSG
519
Stearns Financial Services Group
North Carolina
$132K -$26K -491 -17%
GI
520
Gradient Investments
Minnesota
$120K -$34.3K -648 -22%
BRC
521
Bell Rock Capital
Delaware
$114K -$4.44K -84 -4%
ETI
522
Enterprise Trust & Investment
California
$106K +$105K +1,980 New
JCM
523
Jacobi Capital Management
Pennsylvania
$104K +$159 +3 +0.2%
KTC
524
Kistler-Tiffany Companies
Pennsylvania
$101K
PWMG
525
Prestige Wealth Management Group
New Jersey
$93K

IGSB Hedge Fund Activity: Q2 2019 in Review

589 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q2 2019, worth a combined $7.86B — up 14% from $6.92B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IGSB positions and 39 closed out — a net gain of 22 holders — while 232 added to existing stakes and 187 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $337M. The largest seller was BlackRock, cutting an estimated $304M.

  • 589 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q2 2019, up from 579 in Q1 2019.
  • Funds reported $7.86B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q2 2019, up 14% quarter-over-quarter.
  • 61 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q2 2019 and 39 closed out, a net change of +22 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $337M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q2 2019 was BlackRock, an estimated $304M sold.

Based on aggregated 13F filings for Q2 2019.